Connect Cardly and Rally to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Cardly and Rally together. Build enterprise-grade automation in minutes.

Our most popular template

Send Cardly cards for newly completed signature requests in Rally
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Rally + Cardly

Send Cardly cards for newly completed signature requests in Rally

Details

Try it

Rally + Cardly

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Cardly with Rally - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Contact Change of Address Notification" from Cardly.

Add your action

An action happens after the trigger—such as "Create Matter" in Rally.

You’re connected!

Zapier seamlessly connects Cardly and Rally, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Restrict to Contact List(s)
Trigger
Instant
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It
QR Code Scanned
Get notified that a QR code on one of your cards was scanned, along with the details of who the card was sent to.
Trigger
Instant
Try It
- Contact List
  Required
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write

- Contact List
  Required
- Cardly Contact Identifier
- External Identifier
- First / Full Name
  Required
- Last Name
- Email Address
- Company
- Contact Address
  Required
- Contact Address Line 2
- Contact Suburb/City
  Required
- Contact State/Region
- Contact Country
  Required
- Contact ZIP/Postcode
  Required
- Enable Test Mode
Action
Write
- List Name
  Required
- List Description
- Add Custom Fields?
- Enable Test Mode
Action
Write

New Client User
Triggers when a new Client User is created.
Trigger
Polling
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New Matter
Triggers when a new Matter is created.
Trigger
Polling
Try It
New Signature Requests Completed
Triggers when there are recently completed signature requests.
Trigger
Polling
Try It

- Restrict to Contact List(s)
Trigger
Instant
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It
Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Trigger
Instant
Try It
- Email Address
  Required
- Enable Test Mode
Action
Write
- Contact List
  Required
- Contact ID
  Required
- Enable Test Mode
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Allow Unrestricted Credit Use
- Allow Saved Credit Card Use
- Enable Test Mode
Action
Write
- Shipping Method
  Required
- Recipient's First Name
  Required
- Recipient's Last Name
- Recipient Company
- Recipient Country
  Required
- Recipient Address
  Required
- Recipient Address Line 2
- Recipient Suburb/City
  Required
- Recipient ZIP/Postcode
  Required
- Specify Sender Details
- Hide Sender Address
- Target Arrival Date
- External Order Number
- Enable Test Mode
Action
Write
Matter Initiated
Triggers when a new Matter is initiated. This includes matters in the "in progress questionnaire" state.
Trigger
Polling
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Polling
Try It
- Email
  Required
- Name
  Required
- File
  Required
- Categories
Action
Write

For AI agents & developers

Use Cardly and Rally with AI agents and code

Beyond Zap workflows. Call Cardly and Rally actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Cardly and Rally actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Revoke User Access
Create Matter

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Cardly and Rally actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* cardly / rally action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Cardly and Rally to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Cardly to Rally integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

HelpHelp

Related categories

Marketing Automation

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Rally

Rally is an all-in-one automation and collaboration platform for business lawyers and their clients.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Cardly and Rally to power AI-driven automation

Launch your first automated workflow

Send Cardly cards for newly completed signature requests in Rally

Send Cardly cards for newly completed signature requests in Rally

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Cardly and Rally with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Cardly and Rally to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Cardly to Rally on the world's largest no-code automation platform